Physician Wealth Solutions Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Physician Wealth Solutions Inc. disclosed 44 stock positions valued at approximately $263.75M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 44
- Portfolio Value
- $263.75M
Holdings by Sector
Physician Wealth Solutions Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 14.41% | 735,418 | +21,655 | +3.03% | $38,013,771 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 8.69% | 542,729 | +20,027 | +3.83% | $22,908,580 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 7.24% | 462,726 | +34,812 | +8.14% | $19,089,744 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 6.05% | 411,042 | -8,329 | -1.99% | $15,944,316 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.20% | 337,691 | -9,419 | -2.71% | $13,723,771 |
| AMERICAN CENTY ETF TR | AVRE | Other | 5.10% | 283,674 | -5,350 | -1.85% | $13,440,458 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.90% | 157,689 | - | - | $12,921,037 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.80% | 339,783 | -3,550 | -1.03% | $12,660,318 |
| AMERICAN CENTY ETF TR | AVUV | Other | 4.57% | 96,685 | +3,409 | +3.65% | $12,062,379 |
| VANGUARD MUN BD FDS | VTEB | Other | 4.44% | 231,559 | +2,567 | +1.12% | $11,712,254 |
| DIMENSIONAL ETF TRUST | DISV | Other | 4.20% | 276,090 | -8,339 | -2.93% | $11,079,483 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.82% | 112,850 | +4,409 | +4.07% | $10,066,251 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 3.17% | 172,397 | +10,043 | +6.19% | $8,349,199 |
| AMERICAN CENTY ETF TR | AVDV | Other | 2.98% | 76,304 | +3,450 | +4.74% | $7,863,159 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.78% | 75,871 | -1,182 | -1.53% | $7,320,784 |
| AMERICAN CENTY ETF TR | AVUS | Other | 2.06% | 42,521 | +1,344 | +3.26% | $5,446,091 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.94% | 73,270 | -217 | -0.30% | $5,121,563 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.83% | 166,172 | +27,132 | +19.51% | $4,814,017 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.65% | 52,865 | - | - | $4,352,904 |
| ISHARES TR | MUB | Other | 1.01% | 24,681 | -388 | -1.55% | $2,656,169 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.77% | 3,500 | -30 | -0.85% | $2,033,185 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.76% | 26,285 | -541 | -2.02% | $2,016,031 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.72% | 72,007 | - | - | $1,908,196 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.54% | 49,224 | -1,395 | -2.76% | $1,425,522 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.53% | 31,222 | -40,524 | -56.48% | $1,384,996 |
| VANGUARD INDEX FDS | VTI | Other | 0.41% | 2,888 | -8 | -0.28% | $1,068,676 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.40% | 20,831 | +496 | +2.44% | $1,046,341 |
| ISHARES TR | IAGG | Other | 0.29% | 15,241 | - | - | $771,195 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.27% | 9,245 | - | - | $720,278 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.26% | 14,392 | -517 | -3.47% | $695,637 |
Showing 30 of 44 holdings in the latest reporting period.